First Pacific Financial - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

Quarter-by-quarter ownership
First Pacific Financial ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$425,533
-1.7%
8,897
+0.5%
0.19%
+3.3%
Q2 2023$432,732
+0.4%
8,853
+0.4%
0.18%
-8.0%
Q1 2023$431,191
+3.4%
8,814
+0.3%
0.20%
-2.9%
Q4 2022$417,0058,7920.21%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,301,367$61,72415.33%
Refined Wealth Management 350,712$16,634,27514.56%
ECLECTIC ASSOCIATES INC /ADV 574,199$27,234,26113.25%
Silver Oak Advisory Group, Inc. 365,034$17,31312.21%
Evolution Advisers, Inc. 315,100$14,94511.63%
Summit Wealth Group, LLC 206,485$9,79410.34%
Ally Invest Advisors Inc. 1,625,474$77,096,2429.67%
McCarthy Grittinger Financial Group, LLC 456,031$21,629,5628.87%
RETIREMENT CAPITAL STRATEGIES 379,309$17,990,6248.83%
Rappaport Reiches Capital Management, LLC 368,799$17,492,1448.64%
View complete list of VANGUARD CHARLOTTE FDS shareholders